HomeMy WebLinkAbout03-0587PETITION FOR PROBATE and GRANT OF LETTERS
Estate of 6~{~,$1N ~. ~-I~,~l~EO No.
also known as To:
~ Deceased.
Social Security No. ~5'~ - ¥,Z - qo 1-1
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last wilt of the above decedent, dated ~br~o.~y to
and codicil(s) dated n/a
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
· Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h-1S . last .family or pri~ipal residence at ,,, gOO
(hst stre"-ei, nu~nber/and muncipality)
Dece_ndent, then ~ ~ vears of age, died<~ L(5:tJ.~Z[~ / 2~ J , t~ 2.003,
at ~00 pt-r. Z. IOd ED.,
Except as follows, decedent did no~ mar[y, wa~ not divdrced ~md did not have a child born or adoptec~
after execution of the will offered for probate; was noi the victim of a killing and was never adjudicated
incompetent: M~ N
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) Alt personal property $ (~ ~'0/ ~;>0 t9
(If not domiciled in Pa.) Personal property in Pennsylvania $_..
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: /J/)4
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
lheron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF Cmnberland ; SS
The petitioner(s) abovemamed swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of p~titioner(s) and that as personal represen-
ta ive(s)of the above decedent petitioner(s) will we~~fy administer~the~te~_~ according to law.
,s~t~rn to .~r a~fi~med and subscribed
ve~me this ~/~ day of
~k ~x 2003 19
Estate of
No. 1-03 '
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND
NOW
~//~n-'r'z~ffaeO'D~ ,2003 19. , in consideration of the petition on
the reverse side h ctory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Jz"elo ~'~ct r'y lO / 20 ~9 ~
described therein be admitted to probate and filed of record as the last will of
and Letters testamentary ,
are hereby granted to ~D~qRD ,~. FK~A/(...O
FEES
Probate, Letters, Etc ..........
Sh.o~G~rtificates( ) ..........
$..
/~ TOTAL
File~. ~. ~ .........
Thomas E. Flower #83993
ATFORNEY (Sup. Ct. I.D. No.)
2109 Market Street, Camp Hill, PA 17011
717-737-3405
ADDRESS
PHONE
LAST WILL AND TESTAMENT
OF
SARAH E. FRANCO
I, SARAH E. FRANCO, of 300 Mt. Zion Road, Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and
form following:
FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by
me.
. /SECOND: I direct that my remains be buried in a lot owned by me in the Advent
Cemetery, Moose Run, Boggs Township, Centre County, Pennsylvania, next to my late
husband, Alexander Franco.
THIRD: I hereby direct my Executor to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
FOURTH: I direct that all taxes which may be assessed in consequence of my
death of whatever nature and by whatever jurisdiction imposed shall be paid out of my
estate as a part of the administration of my estate.
FIFTH: I give and bequeath the sum of Five Thousand ($5,000.00) Dollars,
EACH, to my following grandchildren:
Island, Sarah Hedges, of Baltimore,
Anne Hedges Podlesak, of New Kingston, Rhode
Maryland, Lee Mayer, of Buffalo, Minnesota,
Samantha Mayer, of Takoma Park, Maryland, Adam Franco, of Middlebury, Vermont, and
Nathan Franco, of Plainfield, Pennsylvania.
SIXTH: I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate to my children,
CAROLYN ANNE HEDGES, of Richmond,
Takoma Park, Maryland, ELAINE ADELE
Virginia, BARBARA ALICE FRANCO, of
FRANCO, of Woodland, California, and
EDWARD ALEXANDER FRANCO, of Carlisie, Pennsylvania, in equal shares, share and
share alike, or to their issue per stirpes. In the event that any of my beneficiaries
named herein shall predecease me, without issue, I hereby give, devise and bequeath
his or her share to the remaining beneficiaries in equal shares, per stirpes.
SEVENTH: In the event a beneficiary of this my Last Will and Testament shall
not have attained 18 years of age at the time of my death, then I hereby give, devise
and bequeath his or her share to his or her parent who shall be the guardian of the
estate for that minor beneficiary.
EIGHTH: I hereby nominate, constitute and appoint my son, EDWARD A.
FRANCO, to be the Executor of this my Last Will and Testament. In the event EDWARD
A. FRANCO is unwilling or unable to act as Executor for any reason, I then nominate,
constitute and appoint my daughter, CAROLYN ANNE HEDGES, to be the Executrix of
this my Last Will and Testament. No personal representative shall be required to file
bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal this
~003.
- ~--"' -- Sarah E~F~:anco
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS,
I, Sarah E. Franco, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
Testatrix, this I0'ft¢/~ d ay~:ff..,~~
- q
before
,2003.
me, by Sarah E. Franco,
~_. ~S:r~h~~/(.,~/~/~~E. r:'l~anco, T'esta--t'r:x .... ~
iotar~!P~blic ~'
NOTARIAL SEAL
RENEE L MURRAY, NQtary Public
Carlisle Boro, Curnbedand Co, PA
Commission Expires i)ecombsr !3, 2005
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS,
\
the witnesses whose names are signed to the attached or f~egoing instrument, being
duly qualified according to law, do depose and say that we were present and saw
Testator, SARAH E. FRANCO, sign and execute the instrument as her Last Will; that she
signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will
as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or
more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by ~"'0.~/""0¥'~'
witnesses this
NOTARIAL SEAL
RENEE L MURRAY Notary Public
Carlisle Boro Cum, berh'~nd Co . PA
, - ~.,.~,.;ep, er ~3, 2005
'03 JUL 21
SARAH E. FRANCO
SAIDIS, SHUFF, FLOWEr & LINDSAY
26 WEST HIGH STREET
CARLILSE, Pa 17013
Name of Decedent:
Date of Death:
Will No. 21-03-0587
To the Register:
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Sarah E. Franco
July 13, 2003
Admin. No. 2003-00587
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of
the Orphans' Court Rules wa~s served on or mailed to the following beneficiaries of the above-
captioned estate on July _2~___~(~., 2003.
Name Address
Carolyn A. Hedges
Barbara A. Franco
Elaine A. Franco
Edward A. Franco
Anne R. Podlesak
Sarah E. Hedges
Lee M. Mayer
Samantha A. Mayer
c/o Barbara A. Franco
Adam S. Franco
Nathan V. Franco
Notice has now been given to
none
Date:
Capacity:
9528 Catesby Lane, Richmond, VA 23233
6603 Eastern Avenue, Takoma Park, MD 20912
1914 Willow Spring Drive, Woodland, CA 95776
P.O. Box 195, Plainfield, PA 17081
1554 Keene Road, East Hardwick, VA 05836
1101 N. Calvert St., Apt. 704, Baltimore, MD 21202
502 Central Avenue, Buffalo, MN 55313
6603 Eastern Avenue, Takoma Park, MD 20912
42 South Street, Middlebury, VT 05753
P.O. Box 195, Plainfield, PA 17081
all persons entitled thereto under Rule 5.6(a) except
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 00304O
FLOWER THOMAS E ESQUIRE
2109 MARKET STREET
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 053-42-9017
FILE NUMBER: 2103-0587
DECEDENT NAME: FRANCO SARAH E
DATE OF PAYMENT: 09/19/2003
POSTMARK DATE: 09/19/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 07/13/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $26,000.00
TOTAL AMOUNT PAID:
$26,000.00
REMARKS: EDWARD A FRANCO-C/O THOMAS
FLOWER ESQ-TAX PAYMT SAME DAY
SEAL
CHECK# 124
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003068
FLOWER THOMAS E ESQUIRE
2109 MARKET STREET
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 053-42-9017
FILE NUMBER: 2103-0587
DECEDENT NAME: FRANCO SARAH E
DATE OF PAYMENT: 09/29/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/13/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,406.06
TOTAL AMOUNT PAID:
$1,406.06
REMARKS: EDWARD FRANCO
C/O THOMAS E FLOWER ESQUIRE
SEAL
CHECK# 131
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
~¢~~.~.~.~.~ HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 _ 03 0587
COUNTY CODE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I,-,, FRANCO, SARAH E.
Z 053-42-9017
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MU-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W 07/13/03 10/12/14
0 REGISTER OF WILLS
iii (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C3 N/A
., [] 1. Odginal Return
'" J--~ 4. Limited Estate
uJ
o 6. Decedent Died Testate (Attach copy of Will)
< [] 9. Litigation Proceeds Received
J---~ 2. Supplemental Return
r'-] 4a. Future Interest Compromise (date of death after 12-12-82)
E~]7. Decedent Maintained a Living Trust (Attach copy of T,~st)
E~10. Spousal Poverty Credit (date o~ death between 12-31-91 and 1-1-95)
["~ 3. Remainder Return (date of death prior to 12-13-82)
J-'-] 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
~'] 11. Election to tax under Sec. 9113(A) (A,ach Sch O)
NAME
Thomas E. Flower
0
FIRM NAME (If.,~)
¢"' Saidis, Shuff, Flower & Lindsay
TELEPHONE NUMBER
o
~ (7'17) 737-3405
COMPLETE MAILING ADDRESS
2109 Market Street
Camp Hill, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
F-1 Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12.
13.
14.
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
626,182.86
30,692.33
(8)
16,386.92
1,056.27
(11)
(12)
(13)
(14)
656,875.19
17,443.19
639,432.00
0.00
639,432.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X .0 m
639,432.00 x .o
45
x .12
x .15
(15)
¢6)
(17)
(18)
(19)
28,774.44
281774.44
Decede~t's Complete Address:
STREET ADDRESS
300 Mt. Zion Road
C~TYCarlisle
I STATEpA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
26,000.00
1,368.38
(1)
Total Credits (A + B + C ) (2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
J mP17013
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
28,774.44
27,368.38
0.00
1,406.06
0.00
1,406.06
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, con'ect and complete.
Dedaretion of preparer other Ihan,~e personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PE O~RE ONSIBLE FOR FILING ETURN
ADDRESS
Edward A. Franco, P.O. Box 195, Plainfield, PA 17081
ADDI~SS
Saidis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill, PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the suwiving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statule does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(I.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-I'503 EX+ (6-98~.~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRANCO, SARAH E.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-03-0587
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
5,000 Northumberland Cy. Pa. Rev. Bonds 2 (66706RBB3) @ 102.106
100,000 South Fork PA Mun. Auth. Rev. Bonds (83786DBMS) @ 108.751
5,000 Phila. PA Auth. I ndep. Arpt. Rev. Bonds (71781ECZ6)@ 104.0045
80,000 Somerset Cy. PA Hosp. Auth. Bonds (834683CF9) @ 105.1365
5,248 sh. Exxon Mobil Corp. (30231G102000) @ 35.5525
6,000 sh. Allegheny Energy, Inc. (017361101000) @ 8.1575
100 sh. Comcast Corp. New Class A (20030N101000) @ 32.37
1,500 sh. Dominion Resource, Inc. (25746U109000) @ 61.5475
96 sh. Lucent Technologies, inc. (549463107000) @ 2.0225
2,400 sh. Verizon Communications (92343V104000) @ 38.225
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
5,105.50
108,751.00
5,200.23
84,109.20
186,579.52
48,945.00
3,237.00
92,321.25
194.16
91,740.00
626,182.86
REV-I'508 EX+ -
(6 98) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRANC0, SARAH E.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0587
Include the proceeds of litigation and the date the proceeds were received by the estate,
All property jointly-owned with right of survivorship must be disclosed on Schedule F,
ITEM
NUMBEF~ DESCRIPTION
M&T Bank Checking Account #50004001 (non-interest-bearing), prinicpal balance
1993 Oldsmobile Ciera S. Sedan, 60,000 miles, sale proceeds
Edward Jones Money Market Account #616-08447-1-5, principal balance: 19,380.97
accrued interest: 0.99
a. Met Life Long-term care insurance, refund of partial premium
b. Balance of Met Life care insurance premium rebate
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$ 8,832.10
1,750.00
19,381.96
460.27
268.00
30,692.33
REV-15'11 EX+ (12-99~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRANCO, SARAH E.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0587
Debts of decedent must be reported on Schedule [.
DESCRIPTION AMOUNT
ITEM
NUMBER
Bo
5.
6.
7.
FUNERAL EXPENSES:
Dean K. Wetzler Funeral Home, Professional Services and interment ......................................... 8,206.00
Mayes Memorials, Headstone engraving ......................................................................................... 268.00
Advent Historical Society, use of church .......................................................................................... 250.00
Memorial Luncheon .......................................................................................................................... 450.00
Rev. David Hare, honorarium ........................................................................................................... 200.00
Ted Vallance, funeral piper ............................................................................................................... 150.00
Funeral Service programs .................................................................................................................. 44.52
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Advertisement of grant of letters .............................................................................................. 331.00
Edward Jones, transaction costs charged for liquidation of investment account .................. 3,022.40
Register of Wills, filing fee for PA 1500 ...................................................................................... 15.00
9,568.52
3,000.00
450.00
3,368.40
$ 16,386.92
TOTAL (Also enter on line 9, Recapitulation) j
(If more space is needed, insert additional sheets of the same size)
REV-151~' EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRANCO, SARAH E.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABILITIES, & LIENS
FILE NUMBER
21-03-0587
ITEM
NUMBER
I.
Include unreimbursed medical expenses.
VALUE AT DATE
DESCRIPTION OF DEATH
Bankcard Services, credit card bill
Carolyn Hedges, for July '03 personal care provided to decedent
Barbara Franco, for July '03 personal care provided to decedent
TOTAL (Also enter on line 10, Recapitulation) $
56.27
500.00
500.00
1,056.27
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRANCO, SARAH E.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-03-0587
RELATIONSHIP TO DECEDENT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
I
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1,2)]
1 Anne R. Podlesak, 1554 Keene Rd., East Hardwick, VA
2. Sarah E. Hedges, 1101 N. Valvert St. #704, Baltimore, MD
3. Lee M. Mayer, 502 Central Ave., Buffalo, NY
4. Samantha ^. Mayer, 6603 Eastern Ave., Takoma Park, MD
5. Adam S. Franco, 42 South St., Middlebury, VT
6. Nathan V. Franco, P.O. Box 195, Plainfield, PA
7. Carolyn ^. Hedges, 9528 Catesby Lane, Richmond, VA
8. Barbara A. Franco, 6603 Eastern Ave., Takoma Park, MD
9. Elaine A. Franco, 1914 Willow Spring Dr., Woodland, CA
10. Edward A. Franco, P.O. Box 195, Plainfield, PA
grandchild
grandchild
grandchild
grandchild
grandchild
grandchild
child
child
child
child
AMOUNT OR SHARE
OF ESTATE
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
1/4 residue
1/4 residue
1/4 residue
1/4 residue
II
A.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
SARAH E. FRANCO
I, SARAH E. FRANCO, of 300 Mt. Zion Road, Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will 'and Testament, i~ manner and
form following: :' ' '~ . ~'
FIRST:
I hereby expressly revoke all Wills and Codicils heretofore made by
me.
SECOND: I direct that my remains be buried in a lot owned by me in the Advent
Cemetery, Moose Run, Boggs Township, Centre County, Pennsylvania, next to my late
husband, Alexander Franco.
THIRD: I hereby direct my Executor to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
FOURTH: I direct that all taxes which may be assessed in consequence of my
death of whatever nature and by whatever jurisdiction imposed shall be paid out of my
estate as a part of the administration of my estate.
FIFTH: I give and bequeath the sum of Five Thousand ;($5,000.00) Dollars,
EACH, to my following grandchildren: Anne Hedges Podlesak, of New Kingston~ Rhode
Island, Sarah Hedges, of Baltimore, Maryland, Lee Mayer, of Buffalo, Minnesota,
Samantha Mayer, of Takoma Park, Maryland, Adam Franco, of Middlebury, Vermont, and
Nathan Franco, of Plainfield, Pennsylvania.
SIXTH: I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate to my children,
CAROLYN ANNE HEDGES, of Richmond, Virginia, BARBARA ALICE FRANCO, of
Takoma Park, Maryland, ELAINE ADELE FRANCO, of Woodland, California, and
EDWARD ALEXANDER FRANCO, of Carlisle, PennsYlvania, i~q eq.ual shares, share and
beneflc~anes
share alike, or to their issue per stirpes. In the event that any of my '"' ' '
named herein shall predecease me, without issue, I hereby give, devise and bequeath
his or her share to the remaining beneficiaries in equal shares, per stirpes.
SEVENTH: In the event a beneficiary of this my Last Will and Testament shall
not have attained 18 years of age at the time of my death, then I hereby give, devise
and bequeath his or her share to his or her parent who shall be the guardian of the
estate for that minor beneficiary.
EIGHTH: I hereby nominate, constitute and appoint my son, EDWARD A.
FRANCO, to be the Executor of this my Last Will and Testament. In the event EDWARD
A. FRANCO is unwilling or unable to act as Executor for any reason, I then nominate,
constitute and appoint my daughter, CAROLYN ANNE HEDGES, to be the Executrix of
this my Last Will and Testament. No personal representative shall be required, to file
bond in this or any other jurisdiction.
Sarah E. Franc'5'
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS.
I, Sarah E. France, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrUment as my Last Will; that ].signed it willingly; and that
signed it as my free and voluntary act for the purposes therein expr~'ss~d. ~'~ . ' /
Sworn or affirmed to and acknowledged before
Testatrix, this. tO'(:'~/~ day~:~f,.~ , 2003.
me, by Sarah E. France,
/~Sarah E. FCanco, Testatrix'
NOTARIAL SEAL
RENEE L. MURRAY, Not~..y Public j
Carlisle Bore, Cumberland Co., PA
My Commission Expires December 13, 2005
ART AMUNDSEN
EdwardJones
July 21, 2OO3
Historical Quote
Symbol
Description/Type Date
Value
66706RBB3
83786DBM8
NORTHUMBERLAND CNTY PA INDL DE REV BDS 2
Best Adjusted Price 07/14/2003
SOUTH FORK MUN AUTH PA HOSP RE HOSP REV
Best Adjusted Price 07/14/2003
$102.1060
$108.7480
71781ECZ6.
PHILADELPHIA PA AUTH FOR INDL ARPT REV
Best Adjusted Price 07/14/2003
$104.0040
834683CF9
SOMERSET CNTY PA HOSP AUTH HOS HIGHER ED
Best Adjusted Price
07/14/2003
$105.1360
Page 1
This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty
that any trades were or would have been executed at these prices on the dates given.
ART AMUNDSEN
Edwardlones
July 18, 2003
Historical Quote
Symbol
Description/Type Date Value
66706RBB3
NORTHUMBERLAND CNTY PA INDL DE REV BDS 2
Best Adjusted Price 07/11/2003 $102.1060
83786DBM8
SOUTH FORK MUN AUTH PA HOSP RE HOSP REV
Best Adjusted Price 07/11/2003
$108.7540
71781 ECZ6
PHILADELPHIA PA AUTH FOR INDL ARPT REV
Best Adjusted Price 07/11/2003
$104.0050
834683CF9
SOMERSET CNTY PA HOSP AUTH HOS HIGHER ED
Best Adjusted Price 07/11/2003 $105.1370
Page I
This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty
that any trades were or would have been executed at these prices on the dates given.
EDWARD SONES
12555 MAN'CHESTER ROAD
ST,LOUIS, ~0. 63131-3729
TEL 3 {4-515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edwardlones
TO:
ESTATE OF SARAH E FRANCO
EDWARD A FRANCO EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INV~TMENT REPRESENTAT~E:
ART AMIJNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
ANY QUESTIONS CALL (717) 258-4688
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
IN YOUR CASH ACCOUNT 377- 08219- 1 - 0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE
YOU SOLD 80,000 PRICE
DESCRIFFION:
SOMERSET COUNTY PA HOSPITAL PmNCIPALAMOUNT
AUT~ HIGHER EDUCATION SOMERSET ACCRUED XNTERF~T
CMNTY HOSP REV RADIAN INSURED
5.45% DUE ON 03/01/32
DATED 06/01/02 TRANSACTION FEE
PAYS ON SEP 1st, MAR 1st
SINK FUND 03/01/23 AT 100.00
OID: 98. 544
BOOK ENTRY ONLY
UNSOLICITED AMOUNT DUE TO YOU
08/08/2003
99.51000
$ 79,608.00
1,901.44
4.95
$ 81,504.49
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333315
3922319
377200
CONFIRM PROCESSED ON 08/05/2003 ~ 15:11:19
CUSm NURSER 834683CF9000
FOR INTERNAL USE S-07 06501 6N
WE CONFIRM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND MAY HAVE RECEIVED A PROFIT FROM THE TRANSACTION IN THE OVER THE COUNTER
MARKET.
IF THE PHRASE "WE MAKE A MKT IN THIS SECURITY" APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
(F THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT 1S AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
(1.) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND /TS CLEARING HOUSE. IF ANY)
WHERE ORDER IB EXECUTED.
~2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(30 SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, ThE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT. OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LLABLE FOR ANY LOSS INCURRED.
(40 THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TEVIE ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
(5.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING. THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS. AN ODD-LOT DIFFEILENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD; COMPLETE INFORMATION WILL BE PROVIDED LrPON REQUEST
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION, THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TLME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TI~JkNK YOU FOR ALLOWING EDWARD JONES THE OPPORTUI~ITY TO SERVE YOU.
TO:
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARAH E FRANC0 ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
Edwardlones
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEA,gED TO CONFIRM THE FOLLOWING TRANSACTION:
IN YOUR CASH ACCOUNT 377- 08219- 1 - 0
ON TRADE DATE 08/05/2003 FOR SE~LEMENT DATE 08/08/2003
100,000 PP~C~ 101. 87500
DESCRIPTION:
SOUTH FORK MUNICIPAL AUTHORITY
PENNSYLVANIA HOSPITAL REVENUE
CONEMAUGH VALLEY MEMORIAL
HOSPITAL GOOD SAMARITAN
5.75% DUE ON 07/01/26
DATED 09/15/96
PAYS ON JAN 1st, JUL 1st
SINK FUND 07/01/17 AT 100.00
OID: 98.587
BOOK ENTRY ONLY
UNSOLICITED
PRINCIPAL AMOUNT
ACCRUED INTEREST
TRANSACTION FEE
AMOUNT DUE TO YOU
$ 101,875.00
590.97
4.95
$ 102,461.02
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333312
2914043
377200
CONFIRM PROCESSED ON 08/05/2003 ~ 15:12:39
CUSIP NLrMBER 83786DBM8000
FOR INTERNAL USE S-07 06518 6N
WE CONFIRM THEABOVETRANSACTION SURIECTTO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECT$ UNLESS WRITTEN NOTICEOFANYINACCURACYIS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND MAY HAVE RECEIVED A PROFit FROM THE TRANSACTION IN THE OVER THE COUNTER
MARKET.
IFTHE PHRASE "WE MAKE A MKT IN THIS SECURITY' APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
(1.) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUB/ECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE lAND ITS CLEARING HOUSE, IF ANY)
WHERE ORDER IS EXECUTED.
(2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR fbi FULL MAY BE LOANED BY THE BROKER OR USED BY IT EW MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROILER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER,
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S YUDGEMENT IT
APPEARS NECESSARY FOR ITS P~ROTECTION. THE BROKER AT 1TS OPTION. WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL. SELL OUT, OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.) THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
(5.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS. NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE. WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TI-LA.NK YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU.
EDWARD JONES
125S5 MANCHESTER ROAD
TEL 3]4-515-30~0
TRJ~DE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
EdwardJones
TO:
ESTATE OF SARAH E FRANCO
EDWARD A FRANCO EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INVESTMENT REPRESENTATIVE:
ART AMUNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
ANY QUESTIONS CALL (717) 258-4688
ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
YOU SOLD
ON TRADE DATE
IN YOUR CASH ACCOUNT 377- 08219 - 1 - 0
08/05/2003 FOR SETTLEMENT DATE
5,000 PmcE
08/08/2003
99.61000
DESCRIPTION:
PHILADELPHIA PENNSYLVANIA AUTH
FOR INDL DEVARPT REV
PHILADELPHIA ARPT
5.25% DUE ON 07/01/28
DATED 07/10/01
PAYS ON JAN 1st, JUL 1st
SINK FUND 07/01/23 AT 100.00
0ID: 97.326
FGIC INSURED
SUBJ TO A.M.T.
BOOK E, ffT'RY ONLY
UNSOLICITED
PRINCIPAL AMOUNT $ 4,980.50
ACCRUED INTEREST 26.98
TRANSACYION FEE 4.95
AMOUNT DUE TO YOU $ 5,002.53
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333314
3671429
377200
CONFIRM PROCESSED ON 08/05/2003 ~ 12:53:08
cusm NUMBER 71781ECZ6000
FOR INTERNAL USE S-07 04152 6N
WE CONFIRM THE ABOVE TRANSACTION SUBIECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
'RE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND MAY HAVE RECEIVED A PROFIT FROM THE TRANSACTION IN THE OVER THE COUNTER
MARKET.
IF THE PHRASE "WE MAKE A MKT IN THiS SECUP. ITY' APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION. THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ("BROKER') AND THE CUSTOMER
(I.) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OFTHE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, [FANY)
WHERE ORDER IS EXECUTED.
(2.} ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN PULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS. OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
{3.1 SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT ITS OPTION. WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT, OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LL6.BLE FOR ANY LOSS INCURRED
I4.1 THAT ALL STATEMEHTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
($.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWAR~ JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD; COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROK~ER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
THA_N-K YOU FOR ALLOWING EDW3~LD JONES THE OPPORTD-NITY TO SERVE YOU.
EDWARD, JONES
12555 MAN, CHESTER ROAD
5T.LOUIS. MO. 63131-3729
TEL 3 [4 -515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
EdwardJones
TO:
YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARAH E FRANCO ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
%VIE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
IN YOUR CASH ACCOUNT 377- 08219- 1 - 0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
5,000 P~CE
DESCRIFTION:
NORTFR/MBERLAND'COIRFIqf PA
INDUSTRIAL DEVELOP AUTH FAC
REV-NHS YOUTH SVC INC-SER B
5.5% DUE ON 02/15/33
DATED 12/15/02
PAYS ON FEB 15th. AUG 15th
SINK FUND 02/15/29 AT 100.00
OID: 95.744
ACA INSURED
BOOK ENTRY ONLY
UNSOLICITED
PRINCIPAL AMOUNT
ACCRUED INTEREST
TRANSACTION FEE
95.56000
4,778.00
132.15
4.95
AMOUNT DUE TO YOU $ 4,905.20
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333311
2747978
377200
CONFIRM PROCESSED ON 08/05/2003 H 14:33:58
CUSP NLrMBER 66706RBB3000
FOR INTERNAL USE S-07 05851 6N
WE CONFIRM THE ABOVE TRANSACTION SUBJECTTO THE TERMS BELOW. THIS CONFIRM SHALLBEDEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLy SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND MAY HAVE RECEIVED A PROFIT FROM THE TRANSACTION IN THE OVER THE COUNTER
MARKET.
IFTHE PHRASE 'WE MAKE A MKT IN THIS SECURITY' APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE "UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER'I AND THE CUSTOMER
{I.)THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND [TS CLEARING HOUSE. IF ANY)
WHERE ORDER IS EXECUTED,
(25 ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THESUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN/tN THE BROKER'S JUDGEMENT 1T
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT, OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.} THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPT[ON THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFl'ER THEIR RECEIPT.
(5.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, W1THOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
THAAII< YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU.
EDWARI] IDLES
I2555 MAN. CHESTER ROAD
ST .LOUIS. MO. 63131-3729
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
TO:
ESTATE OF SARAH E FRANCO
EDWARD A FRANC0 EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INVESTMENT REPRESENTATIVE:
ART AMUNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
Edward. Jones
ANY QUESTIONS CALL (717) 258-4688
ON TRADE DATE 08/05/2003
YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
~N YOUR CASH ACCOUNT 377-08219- 1-0
FOR SETTLEMENT DATE 08/08/2003
4,400 SHA~S ERiCh $
D~C1LIPTION:
AI.T.EGKENY ENERGY INC
C0M - WITH ASSOCIATED RIGHTS
UNSOLICITED
SPECIAL COMMISSION RATE
PART OF 6000 SHR
8.2500
PRINCIPAL AMOUNT $ 36,300.00
COMM~SS~Or~ 440.78
SEC FEE 1.70
TRANSACTION FEE 1.65
AMOUNT DUE TO YOU $ 35,855.87
ORO~ NU~,mER 377333305
SECLrRITY NUMBER A004375 (AYE)
INVESTMENT REP NO. 377200
CONFIRM PROCESSED ON '08/05/2003 ~ 10: 56: 03
CUSm mrt~SER 017361106000
FOR INTERNAL USE S-07 84854 3H
WE CONFIRM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. TH~S CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLy SENT TO US. EAILURJ~ TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT ON A U.S. REGISTERED STOCK EXCHANGE.
IF THE PHRASE "WE MAKE A MKT IN TH~S SECURITY" APPEARS ON THIS CONFIRMATION, WE RAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
lETHE PHRASE "UNSOLICITED" APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER,
IT IS AGREED BETWEEN EDWARD JONES ('BROKER") AND THE CUSTOMER
(1 .) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OFTHE MARKET OR EXCHANGE (AND /TS CLEARfNG HOUSE, IFANYI
WHERE ORDER IS EXECUTED.
(2.1 ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY ri' IN MAK-
ING DELIVER[ES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURJT[ES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CDSTOMER MAY CANCEL, SELL OUT. OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.)THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
15.} UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WP/TING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIESTRANSACTIDN$. CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION. THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN KEQUEST.
TI-LANK YOU FOR ALLOWING EDWARD JONES THE OPPORTD-NIT¥ TO SERVE YOU.
EDWARD JOt~S
12555 MAN.CHESTER ROAD
ST, LOU[S, MO. 6313] -3729
TEL 314-515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward Jones
TO:
ESTATE OF SARAH E FRANC0
EDWARD A FRANC0 EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INVESTMENT REPRESENTATIVE:
ART AMUNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
~N ¥OUa CAS~ ACCOUNT 377- 08219- 1 - 0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
900 SHARES PRICE
DESCRIPTION:
ALLEGHENY ENERGY INC
COM - WITH ASSOCIATED RIGHTS
UNSOLICITED
SPECIAL COMMISSION RATE
PART OF 6000 SHR
8.2700
PRINCIPAL AMOUNT $ 7,443.00
COMMISSION 90.16
SaC F~ · 35
TRANSACTION FEE 1.65
AMOUNT DUE TO YOU $ 7,350.84
ORDER NUMBER 377333305
sEctmrry NURSER A004375 (AYE)
INVESTMENT REP NO. 377200
CONFIRM PROCESSED ON 08/05/2003 ~ 10:56:03
CUSIP NUMBER 017361106000
FOR INTERNAL USE So07 84852 3H
WE CONF/RM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WR/TTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACT{ON AS YOUR AGENT ON A U.S. REGISTERED STOCK EXCHANGE.
lETHE PHRASE 'WE MAKE A MKT IN THIS SECURITy" APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
(l.I THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, IF ANY)
WHERE ORDER IS EXECUTED.
12J ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN PULL MAY BE LOANED BY TIlE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SOBSTITUTIONS. OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITHOTBER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
13.) SHOULD PA YMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELA Y-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT ITS OPTION. WITHOUT
NOTICE 'I-OTHE CUSTOMER MAY CANCEL, SELLOUT, OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
N.ITHAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TI/vIE ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIFT.
Iii UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR $ OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST,
FOR ZERO COUPON TRANSACTIONS. NO PERIODIC PAYMENTS -- CALLABLEBELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TPIA.N~ YOU FOR ALLOWING EDWARD JONES THE OPPORTD-NIT¥ TO SERVE YOU.
EDWARD JOi~E$
12555 M.(NCHESTER ROAD
S~,L0~JIS,'MO. 63131-3729
TEL 314-515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
EdwardJones
TO: YOUR INV~TMENT REPR~ENTA~VE:
ESTATE OF SARAH E FRANC0 ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
IN YOUR CASH ACCOUNT 377-08219-1-0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
700 SHm~ES PRICE
DESCRIPTION:
ALLEGHENY ENERGY /_NC
COM - WITH ASSOCIATED RIGHTS
UNSOLICITED
SPECIAL COMMISSION RATE
PART OF 6000 SHR
8.2800
PRINCIPAL AMOUNT $ 5,796.00
COMMISSION 70.12
SEC ~_a .27
TRANSACTION FEE 1.65
AMOUNT DUE TO YOU $ 5,723.96
ORV~ ~U~,~SR 377333305
SECURrrY NUMBER A004375 (AYE)
INVESTMENT REP NO. 377200
CONFIRM PROCESSED ON 08/05/2003 ~ 10:56:03
cusip NUMBER 0! 7361106000
FOR INTERNAL USE S-07 84851 3H
WE CONFIRM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILLrRE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT ON A U.S. REGISTERED STOCK EXCHANGE.
IF THE PHRASE 'WE MAKE A MKT IN THIS SECURITY' APPEARS ON THIS CONFIRMATION. WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IFTHE PHRASE 'UNSOLICITED' APPEARS ON THiS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER') AND TH~ CUSTOMER
(I.) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, IF ANY/
WHERE ORDER IS EXECUTED.
(2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3 .I SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION. THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL. SELL OUT. OR BUY IN THE DESCRIBED
SECURITy AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.) THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED TbIE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT,
(5.1 UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING. THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SDCCESSORS OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS. AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITFES TRANSACTIONS, CALL FEATDRES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INEORMATJON WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS. NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER -
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION. AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TI'IA1XrK YOU FOR ALLOWING EDWFLRD JONES THE OPPORTLrN/TY TO SERVE YOU.
ART AMUNDSEN
EdwardJones
August 04, 2003
Historical Quote
Symbol Description/Type Date Value
AYE
ALLEGHENY ENERGY INC COM
Adjusted High Price
Adjusted Low Price
07/11/2003 $8.1900
07/11/2003 $7.8200
CMCSA
COMCAST CORP NEW CL A
Adjusted High Price
Adjusted Low Price
07/11/2003 $32.0800
07/11/2003 $31.6300
DOMINION RES INC VA NEW COM
Adjusted High Price 07/11/2003
Adjusted Low Price 07/11/2003
$61.5000
$61.0000
XOM
EXXON MOBIL CORP COM
Adjusted High Price
Adjusted Low Price
07/11/2003
07/11/2003
$35.7900
$35.3200
LU
LUCENT TECHNOLOGIES INC COM
Adjusted High Price 07/11/2003
Adjusted Low Price 07/11/2003
$2.0600
$1.9900
VZ
VERIZON COMMUNICATIONS COM
Adjusted High Price 07/11/2003
Adjusted Low Price 07/11/2003
$38.8200
$38.0000
Page 1
This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty
that any trades were or would have been executed at these prices on the dates given.
ART AMUNDSEN
Edward Jones
August 04, 2003
Historical Quote
Symbol Description/Type Date Value
AYE ~'~ ALLEGHENY ENERGY INC COM
Adjusted High Price
Adjusted Low Price
CMCSA
D
XOM
LU
07/14/2003 $8.4700
07/14/2003 $8.1500
COMCAST CORP NEW CL A
Adjusted High Price
Adjusted Low Price
07/14/2003 $33.6400 ~-. 37
07/14/2003 $32.1300
DOMINION RES INC VA NEW COM
Adjusted High Price 07/14/2003
Adjusted Low Price 07/14/2003
$62.2100
$61.4800
EXXON MOBIL CORP COM
Adjusted High Price
Adjusted Low Price
07/14/2003
07/14/2003
$35.8500
$35.2500
LUCENT TECHNOLOGIES INC COM
Adjusted High Price 07/14/2003
Adjusted Low Price 07/14/2003
$2.0600
$1.9800
VZ
VERIZON COMMUNICATIONS COM
Adjusted High Price 07/14/2003
Adjusted Low Price 07/14/2003
$38.8400
$37,2800
Page 1
This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty
that any trades were or would have been executed at these prices on the dates given.
EDWARD JONES
' '12555 MANCHESTER ROAD
BT.LOUIS, MO. 63131-3729
TEL 314-515-30(X}
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward Jones
TO:
ESTATE OF SARAH E FRANC0
EDWARD A FRANCO EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INVESTMENT REPRESENTATIVE:
ART AMUNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
A-NY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
IN YOUR CASU ACCOUNT 377-08219- 1 -0
ON TRADE DATE 08/05/2003 fOR SETTLEMENT DATE 08/08/2003
100 SUARES P~JCE
DESCRIPTION:
COMCAST CORP NEW
CL A
UNSOLICITED
29.6910
PRINCIPAL AMOUNT $ 2,969.10
COMMiSSiON 8/4.38
SEC r~ .14
TRANSACTION FEE 4.95
AMOUNT DUE TO YOU $ 2,879.63
ORDER NU~ER 377333306
SECURITY NL~BER C012145 (CMCSA)
INVESTMENT REP NO. 377200
COEFIRM PROCESSED ON 08/05/2003 ~ 10:55:06
CUSm SUMUER 20030N101000
FOR INTERNAL USE S-07 84843 6D
WE CONFIRM THE ABOVE TRANSACTION SUBJECTTO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLy SENT TO US. FAILURE TO NOTIFy US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT IN THE OVER THE COUNTER MARKET.
IF THE PHRASE 'WE MAKE A MKT IN THIS SECUPdTy" APPEARS ON THIS CONFIRMATION. WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
IT IS AGILEED BETWEEN EDWARD JONES ('BROKER ') AND THE CUSTOMER
Il.) THAT ALL ORDERS ARE RECE/VED AND EXECLFFED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND [TS CLEARING HOUSE, IF ANY)
WHERE ORDER IS EXECUTED.
I2.) ALL SECUKITFES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS. OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITHOTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3.1 SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S /UDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT ITS OPTION. WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT. OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
15.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING. THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO CODPON TRANSACTIONS, NO PERIODIC PA YMENTS --- CALLABLE BELOW
MATURITy VALUE. WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION, THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION. THE
SOURCE AND NATURE OF SUCH PA YMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TIKA.NI{ YOU FOR ALLOWING EDWAi~D JONES THE OPPORTU'A/ITY TO SERVE YOU.
EDWARD JONES
12555 MAN,CHESTER ROAD
BT.LOUIS, MO. 6313~-3729
TEL 314-515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward. Jones
TO:
ESTATE OF SARAH E FRANC0
EDWARD A FRANC0 EXEC
P 0 BOX 157
PLAINFIELD PA 17081
YOUR INVESTMENT REPRESENTATIVE:
ART AMUNDSEN
21 WEST HIGH STREET
CARLISLE, PA 17013
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
~N YOUR CASH ACCOUNT 377-08219- 1-0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
1,500 sH~a~s PEACE $
DESCRIPTION:
DOMINION RESOURCE INC
VIRGINIA NEW COMMON
UNSOLICITED
SPECIAL COMMISSION RATE
58.7300
PRINCIPAL AMOUNT $ 88,095.00
CO~SS~ON 560.50
SEC FEE 4. 13
TRA~S^CnON m~E 4.95
AMOUNT DUE TO YOU $ 8 7,525.42
ORDER NUMBER 377333307
SECURITY NUMBER D005956 (D)
INVESTMENT REP NO. 377200
CONFHtM PROCESSED ON 08/05/2003 @ 10:56:24
CUSIP NUMBER 25746U109000
FOR INTERNAL USE S-07 84861 3H
WE CONFIRM THE ABOVE TRANSACTION SUBJECTTO THE TEPoMS BELOW. THIS CONFIRM SHALL BEDEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY iNACCURACY IS
PROMPTLy BENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT ON A U.S. REGISTERED STOCK EXCHANGE.
IF TI-~ PHRASE *WE MAKE A MKT IN THIS SECURITy' APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE ' UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
I I.)THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULE~ AND
CUSTOMS OFTHE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, IFANY)
WHERE ORDER IS EXECUTED.
(2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIF~ OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
13.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELA Y-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR 1TS PROTECTION, THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT, OR BUY IN THE DESCRIBED
SECURITy AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
14.) THAT ALL STATEMENTS OFACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME APd~ ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
(5.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENT[AL MAY NAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS. CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD; COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE. WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED,
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND;OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TI-IA_N-K YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU.
EDWARD IONES
· '12555 MANCHESTER ROAD
ST.LOUIS, MO. 63131-3729
TP,3kDE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward Jones
TO: YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARAH E FRANC0 ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
A~Y 0UEST~ONS C~a~n (717) 258-4688
"YOU SOLD
WE ARE PLEASED TO CONFIRM THE FOLLOWING TRANSACTION:
iN YOUR CASH ACCOUNT 377-08219- 1-0
ON TR~E rATE 08/05/2003 FOR S~rTU~MENT rATE 08/08/2003
96 s~ES PPacE $
DESCRIF~ION:
LUCENT TECHNOLOGIES /NC
UNSOLICITED
SPECIAL COMMISSION RATE
1.7200
PRINCIPAL AMOUNT $ 165.12
COMmSS~ON 16.51
SaC F~ .01
TRANSACnON r~E 4.95
AMOUNT DUE TO YOU $ 143.65
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333309
L000582 (LU)
377200
CON~rR~ PROCESSED ON 08/05/2003 ~ 13:39:48
CVSm NV~B~R 549463107000
FOR INTERNAL USE S-07 04853 6I
WE CONFIRM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOT/FY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT IN THE OVER THE COUNTER MARKET.
IF THE PHRASE "WE MAKE ~ MKT IN THIS SECURITY' APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONqNG AS A SECONDARY
MARKET MAKER.
IF THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT 1S AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
0.)THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND ITS CLEAR/NG HOUSE. IF ANY)
WHERE ORDER IS EXECUTED.
(2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION. THE BROKER AT/TS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT. OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(~.) THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
{5.) UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD; COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS -- CALLABLE BELOW
MATUR/Ty VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION. AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
TI-IANI{ YOU FOR ALLOWING EDWARD JONES THE OPPORTLrNITY TO SERVE YOU.
EDWARD ~ONES
· · 12555 M&NCHESTER ROAD
ST.LOHIS, MO. 63131-3729
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward Jones
TO: YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARA~ E FRANCO ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CONF']KM THE FOLLOWING TRANSACTION:
IN YOUR CASH ACCOUNT 377- 08219- 1 - 0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
2,400 SHARES PRICE
DESCRIFrION:
VERIZON COMMUNICATIONS
COMMON STOCK
UNSOLICITED
SPECIAL COMMISSION RATE
35. 3500
PRINCIPAL AMOUNT $ 84,840.00
COMMISSION 58 7.33
SEC FEE 3.98
TRANSACTION FEE 4,95
AMOUNT DUE TO YOU $ 84,243.74
ORDER NUMBER
SECURITy NUMBER
INVESTMENT REP NO.
377333310
V004057 (VZ)
377200
CONFIRM PROCESSED ON 08/05/2003 ~ 10:59: 13
cusip NUMBER 92343V104000
FOR INTERNAL USE S-07 84911 6I
WE CONFIRM THE ABOVE TRANSACTION SUBJECTTO THE TERMS BELOW. THIS CONFIRM SHALLBEDEEMEDCORRECTINALLASPECTSUNLESSWRITTENNOTiCEOFANYiNACCURACYiS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT IN THE OVER THE COUNTER MARKET.
IFTH~ PHRASE 'WE MAK~ A MKT IN THIS SECURITY" APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
//:THE PHRASE "UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
1T IS AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
II.J THAT ALL ORDERS ARE RECE/VED AND EXECUTED SUBIECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE lAND ITS CLEARING HOUSE. 1F ANY)
WHERE ORDER IS EXECUTED.
(2.) ALL SECUR(TFES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS. OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER W[THOTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELA Y-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ]TS PROTECTION, THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MA Y CANCEL. SELL OUT. OR BUY IN' THE DESCRIBED
SECURITy AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.)THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
(50 UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED
ON AGENCy TRANSACTIONS WE RECEIVE PA YMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION. AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
THA_N'K YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU.
EDWAR°D JONES
12555 MA~CHe STER ROAD
ST ~ OUIS, MO. 63131-3729
TEL 314-515-3000
TO:
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARAH E FRANC0 ART AMUNDSEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLA/_NFIELD PA 17081
Edward Jones
ANY QUESTIONS CALL (7171 258-4688
YOU SOLD
DnSC
WE ARE PLEASED TO CONFIRM TI-IE FOLLOWING TRANSACTION:
rN YOUR C~SH ACCOUNT 377-08219- 1-0
ON n~A~)E r)AT~ 08/05/2003 FOR SnTTLEMENT t)^TE 08/08/2003
3,448 S.Ai~S Peace $
DESCRIPTION:
EXXON MOBIL C0RP
UNSOLICITED
SPECIAL COMMISSION RATE
PART OF 5248 SHR
35.7100
PRINCIPAL AMOUNT $ 123,128.08
COMMISSION 627.55
sec FEE 5.76
TRANSACTrON F~E 2.47
AMOUNT DUE TO YOU $ 122,492.30
ORDER NUMBER
SECUR/TY NUMBER
INVESTMENT REP NO.
377333308
E005207 (XOM)
377200
CONFIRlVlPROCE$$ED ON 08/05/2003 ~ 10:57:49
cusip NUMBER 30231G 102000
FOR INTERNAL USE S-07 84886 1H
WE CONFIRM THE ABOVE TRANSACTION SUB/ECT TO TI~E TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT ON THE NEW YORK STOCK EXCHANGE INC.
IF THE PHRASE 'WE MAKE A MKT IN THIS SECURITY" APPEARS ON THIS CONFIRMATION, WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
D: THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION, THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONF~ ("BROKER'1 AND THE CUSTOMER
(I.) THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBIECT TO THE RULES AND
CUSTOMS OF THE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, IF ANY}
WHERE ORDER IS EXECUTED.
12.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN PULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELla/ERIES OR SUBSTITUTIONS. OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON WITHOUT FURTHER NOTICE TO THE CUSTOMER.
I3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELA Y-
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR Frs PROTECTION, THE BROKER AT ITS OPTION, WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT. OR BUY IN THE DESCRIBED
SECURITy AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.1THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OF EXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
(5.1 UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING, THIS AGREEMENT
SH~.LL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD JONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS. CALL FEATURES MAY EXIST WHICH COULD
AFFECT Y/ELD: COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE. WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED.
ON AGENCY TRANSACTIONS WE RECEIVE PAYMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION. THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION. AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
THA_N'K YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU.
EDWA~ RD JONES
12555 MANCH~.$TER ROAD
ST.LOD2~S. MO. 63131-3729
TEL 3 J4-515-3000
TRADE CONFIRMATION
CUSTOMER COPY
RETAIN FOR YOUR PERMANENT TAX RECORDS
Edward Jones
TO:
YOUR INVESTMENT REPRESENTATIVE:
ESTATE OF SARAH E FRANC0 ART ~SEN
EDWARD A FRANC0 EXEC 21 WEST HIGH STREET
P 0 BOX 157 CARLISLE, PA 17013
PLAINFIELD PA 17081
ANY QUESTIONS CALL (717) 258-4688
YOU SOLD
WE ARE PLEASED TO CO~ TIlE FOLLOWING TRANSACTION:
IN YOUR CASN ACCOUNT 377-08219- 1-0
ON TRADE DATE 08/05/2003 FOR SETTLEMENT DATE 08/08/2003
1,800 s~,~Es PRICE $
DESCRIPTION:
EXXON MOBIL CORP
COM
UNSOLICITED
SPEC/AL COMMISSION RATE
PART OF 5248 SHR
35.7000
PRINCIPAL AMOUNT $ 64,260.00
COMMISSION 327.6 l
sac FEZ 3.01
TRANSACTION FEE 2.48
AMOUNT DUE TO YOU $ 6 3,926.90
ORDER NUMBER
SECURITY NUMBER
INVESTMENT REP NO.
377333308
E005207 (XOM)
377200
CONF[RMPROCESSED ON 08/05/2003 ~ 10:57:49
cusm NUMBER 30231G102000
FOR INTERNAL USE S-07 84887 1H
WE CONFIRM THE ABOVE TRANSACTION SUBJECT TO THE TERMS BELOW. THIS CONFIRM SHALL BE DEEMED CORRECT IN ALL ASPECTS UNLESS WRITTEN NOTICE OF ANY INACCURACY IS
PROMPTLY SENT TO US. FAILURE TO NOTIFY US CONSTITUTES YOUR ACCEPTANCE OF THIS TRANSACTION.
WE EXECUTED THIS TRANSACTION AS YOUR AGENT ON THE NEW YORK STOCK EXCHANGE INC.
1FTHE PHRASE 'WE MAKE A MKT 1N THIS SECURITY' APPEARS ON THIS CONFIRMATION. WE HAVE ACTED AS PRINCIPAL FUNCTIONING AS A SECONDARY
MARKET MAKER.
IF THE PHRASE 'UNSOLICITED' APPEARS ON THIS CONFIRMATION. THE TRANSACTION WAS CONDUCTED PURSUANT TO AN UNSOLICITED ORDER TO BUY OR SELL PLACED BY THE CUSTOMER.
IT IS AGREED BETWEEN EDWARD JONES ('BROKER') AND THE CUSTOMER
II.} THAT ALL ORDERS ARE RECEIVED AND EXECUTED SUBJECT TO THE RULES AND
CUSTOMS OFTHE MARKET OR EXCHANGE (AND ITS CLEARING HOUSE, IFANY)
WHERE ORDER IS EXECUTED.
(2.) ALL SECURITIES PURCHASED OR RECEIVED FOR THE CUSTOMERS ACCOUNT AND
NOT PAID FOR IN FULL MAY BE LOANED BY THE BROKER OR USED BY IT IN MAK-
ING DELIVERIES OR SUBSTITUTIONS, OR MAY BE PLEDGED BY THE BROKER EITHER
SEPARATELY OR TOGETHER WITH OTHER CUSTOMER SECURITIES FOR THE SUM
DUE HEREON W/THOUT FURTHER NOTICE TO THE CUSTOMER,
(3.) SHOULD PAYMENT FOR PURCHASES OR DELIVERY OF SOLD SECURITIES BE DELAY.
ED BEYOND THE SETTLEMENT DATE OR WHEN IN THE BROKER'S JUDGEMENT IT
APPEARS NECESSARY FOR ITS PROTECTION, THE BROKER AT 1TS OPTION. WITHOUT
NOTICE TO THE CUSTOMER MAY CANCEL, SELL OUT, OR BUY IN THE DESCRIBED
SECURITY AND THE CUSTOMER SHALL BE HELD LIABLE FOR ANY LOSS INCURRED.
(4.) THAT ALL STATEMENTS OF ACCOUNTS CURRENT AS RENDERED THE CUSTOMER
FROM TIME TO TIME ARE ACKNOWLEDGED BY THE CUSTOMER TO BE CORRECT
UNLESS WRITTEN NOTICE OFEXCEPTION THERETO BE GIVEN THE BROKER WITHIN
FIVE DAYS AFTER THEIR RECEIPT.
15.1 UNLESS YOU INDICATE YOUR NON-ACQUIESCENCE IN WRITING. THIS AGREEMENT
SHALL ALSO INSURE TO THE BENEFIT OF THE SUCCESSOR S OF EDWARD }ONES.
PLEASE NOTE THE FOLLOWING:
FOR ODD-LOT TRANSACTIONS, AN ODD-LOT DIFFERENTIAL MAY HAVE BEEN CHARGED
AND SUCH AMOUNT WILL BE FURNISHED UPON REQUEST.
FOR DEBT SECURITIES TRANSACTIONS, CALL FEATURES MAY EXIST WHICH COULD
AFFECT YIELD; COMPLETE INFORMATION WILL BE PROVIDED UPON REQUEST.
FOR ZERO COUPON TRANSACTIONS, NO PERIODIC PAYMENTS --- CALLABLE BELOW
MATURITY VALUE, WITHOUT NOTICE BY MAIL TO HOLDER UNLESS REGISTERED,
ON AGENCY TP~ANSACTIONS WE RECEIVE PA YMENT FOR ORDER FLOW AND/OR OTHER
REMUNERATION, THE NAME OF THE OTHER BROKER OR PARTY TO THE TRANSACTION, THE
SOURCE AND NATURE OF SUCH PAYMENT OR REMUNERATION, AND THE TIME OF EXECUTION
WILL BE FURNISHED UPON WRITTEN REQUEST. FOR PRINCIPAL TRANSACTIONS THE TIME
OF EXECUTION WILL ALSO BE FURNISHED UPON WRITTEN REQUEST.
THANK YOU FOR ALLOWZNG EDWARD JONES THE OPPORTUi~ITY TO SERVE YOU.
M&T Bank
960 Walnut Bottom Road
Carlisle, PA 17013
Re:
Estate of Sarah E. Franco
Date of Death: July 13, 2003
Social Security No. 053-42-9017
Dear Sir/Madam:
The following is a complete record of the above decedent's accounts as of June 24, 2003,
decedent's date of death. If the decedent had a safe deposit box, indicate number ~ ~
Balance on Date of Death
Account No. Type of Principal Accrued Names on Date
Account Interest Account (All Opened
Owners)
Date:
Agreement of Sale
August 7, 2003
The Estate of Sarah E. Franco, Edward Franco Executor agrees to
Sell to Michael Haupt a 1993 Oldsmobile Ciera S Sedan 4 D for the
Amount of $1,750.00.
The 1993 Oldsmobile has approx. 60,000 original miles and is in good to
Excellent condition and repair. This vehicle is being sold "as is" with no
Executor
Estate of Sarah E. Franco
Guarantee or warranty. It is inspected through November of 2003.
ward A. Franco Michael glaupt
Purchaser
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVTS/ON
DEPT. 28060!
HARRTSBURG, PA 17128-0601
THOMAS E FLOWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-IS47 EX AFP CDl-ns)
11-17-2005
FRANCO SARAH E
07-15-2005
21 05-0587
CUMBERLAND
101
Amount Remitted
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRANCO SARAH E FILE NO. 21 03-0587 ACN 101 DATE 11-17-2003
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSF
APPRAZSE~ VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Znterest (Schedule C) (3)
~. Mortgages/Notes Receivable (Schedule D) (~)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTZONS:
9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10),
11. TotaZ Deductions
12. Net Value of Tax Return
.00
626z182.86
.00
.00
30~692.33
.00
.00
(8)
16,386.92
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
13.
Iq.
NOTE:
ASSESSMENT OF TAX:
1.;. Amount of Line 1~, at Spousal rate (15)
16. Amount of Line 1~ taxable at Lineal/Class A rata (16)
17. Amount of Line lq at Sibling rate (17)
18. Amount of Line lq taxable at Collateral/Class B rata (18)
19. Principal Tax Due
656,875.19
CD003068
ZF PAID AFTER DATE /NDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
09-29-2003
CD003040
DZ~CUUNT
ZNTEREST/PEN PAID (-)
1,368.42
70.30
AHOUNT PAID
26,000.00
1,406.06
09-19-2003
tAX CREDITS:
PAYflFNT
DATE
RECEIPT
NUMBER
· O0 x O0 = . O0
639,432.00 x 045= 28,774.q4
· O0 x 12 = . O0
.00 x 15 = .00
(19)= 28,774.q4
TOTAL TAX CREDIT [ 28,844.78
BALANCE OF TAX DUEI 70.34CR
INTEREST AND PEN. I .00
TOTAL DUE I 70.34CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THIS FORM FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Nat Value of Estate Sub.~ect to Tax (1~) 639,432.00
Zf an assessment gas issued previously, Zines 14, 15 and/or 16, 17, 18 and 19 ~111
reflect flgures that /nclude the total of ALL returns assessed to date.
1~056.27
(11) 17.443.19
(lZ) 639,452. O0
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
/NTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonmaalth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes
at the lamful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 2:5 of 2000. (TI P.S.
Section 91q0).
Detach the top portion of this Not[ce and submit aith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NXLLS, AGENT
A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "AppXication
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-l:51:5). Applications are available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-BOO-56Z-ZOSO; services for taxpayers aith special hearing and / or
speaking needs: 1-800-qqT-:5OZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZB-IOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. gBO601, Harrisburg, PA 171Z8-0601
Phone (717) 767-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150i) for an explanation of administratively correctable errors.
If any tax due is paid .ithin three [:5) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is alloaed.
The 157. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith first day cf delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes .hich became delinquent before January 1, 198Z bear interest at the rate of
six CSX) percent par annum calculated et a daily rate of .OO016q. All taxes which became delinquent on and after
January 1, 1982 .ill bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO:5 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Yea._._r Rate Factor
198Z ZOZ . O005q8 1987 92 .000 Er+7 1999 77. .000192
198:5 167. · 000a,:58 1988-1991 llZ .000:501 ZOOO 8Z .O00Z19
198~, llZ .000:501 199Z 9Z . O00Za,7 2001 9Z . OOOZfi7
1985 1:5Z .000:556 199:5-199~, 7Z .OO019Z ZOOZ 6Z .00016q
1986 lOX .O00ZTq 1995-1996 97. .0002:47 200:5 57. .0001:57
--Interest is calculated es folloas:
/NTERBST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELTN~UENT X DATLY TNTERBST FACTOR
--Any Notice issued after the tax becomes delinquent .ill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. Tf payment is made after the interest computation date sho.n on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. 21-03-0587
Sarah E. Franco
July 13, 2003
Admin. No. 2003-00587
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court? Yes_;
No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X; No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may.be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: //~///~'~ ~~
Name: Thomas E. Flower, Esquire
I.D. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: __ Personal Representative
X Counsel for Personal Representative
BUREAU OF /ND/VZDUAL TAXES
TNHER/TANCE TAX DTVTS/ON
DEPT. 280601
HARRISBURG.. PA 17128-0601
COHNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
RE¥-1607 EX &FP
THOHAS E FLOWER
SAIDIS ETAL
2109 HARKET ST
CAMP HILL
PA 17011
DATE 12-08-2005
ESTATE OF FRANCO
DATE OF DEATH 07-15-Z005
FILE NUHBER 21 05-0587
COUNTY CUMBERLAND
ACH 101
Amoun~ Rmmi~md
SARAH E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~:o your account, submi~ ~:he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG THTS L'rNE ~ RETATN LOWER PORT'rON FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) ~ 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF FRANCO SARAH E F'rLE NO. 21 05-0587 ACN 101 DATE
TH/S STATEHENT TS PROV/DED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHONN BELO#
TS A SUHNARY OF THE PR/NCTpAL TAX DUE, APPLTCAT/ON OF ALL PAYHENTS, THE CURRENT BALANCE., AND., 'rF APPL/CABLE,
A PROJECTED *rNTEREST F'rgURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 11-17-2005
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
ZS,77q.qq
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAZD (-) AMOUNT PAID
'~ 1,568.q2
09-19-2005
09-29-2005
11-2q-2005
CDO050~O
CD005068
REFUND
70.50
.00
26,000.00
1,q06.06
70.$q-
ZF PAID AFTER THIS DATE., SEE REVERSE
SKDE FOR CALCULATKON OF ADDZTKONAL KNTEREST.
( KF TOTAL DUE KS LESS THAN $1.,
NO PAYMENT KS REQUKRED.
KF TOTAL DUE KS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT Z8,77q.qq
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORM FOR TNSTRUCTTONS. )